Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.74B |
| 2 |
Mercado Libre
MELI
|
$1.3B |
| 3 |
Grab
GRAB
|
$1.14B |
| 4 |
DoorDash
DASH
|
$1.02B |
| 5 |
Unity
U
|
$988M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.99B |
| 2 |
Intuitive Surgical
ISRG
|
$1.42B |
| 3 |
NVIDIA
NVDA
|
$1.08B |
| 4 |
Microsoft
MSFT
|
$767M |
| 5 |
DocuSign
DOCU
|
$663M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Alcoa
AA
$8.24B
| $251M | 0.03% |
4,214,282
+242,768
| +6% | +$14.5M |
|
477
McKesson
MCK
$85.5B
| $251M | 0.03% |
1,009,978
+3,345
| +0.3% | +$831K |
|
478
iShares S&P 100 ETF
OEF
$22.1B
| $251M | 0.03% |
1,145,572
-2,387
| -0.2% | -$523K |
|
479
General Dynamics
GD
$86.8B
| $250M | 0.03% |
1,200,420
+51,140
| +4% | +$10.7M |
|
480
Cedar Fair
FUN
$2.53B
| $250M | 0.03% |
4,988,225
+49,955
| +1% | +$2.5M |
|
481
West Pharmaceutical
WST
$18B
| $249M | 0.03% |
530,759
+156,656
| +42% | +$73.5M |
|
482
Verisk Analytics
VRSK
$37.8B
| $249M | 0.03% |
1,088,099
+219,478
| +25% | +$50.2M |
|
483
SPDR S&P Retail ETF
XRT
$441M
| $249M | 0.03% |
2,752,677
-1,100,226
| -29% | -$99.3M |
|
484
KKR & Co
KKR
$121B
| $247M | 0.03% |
3,320,609
-431,451
| -11% | -$32.1M |
|
485
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.97B
| $246M | 0.03% |
6,683,509
-671,037
| -9% | -$24.7M |
|
486
iShares Silver Trust
SLV
$20.1B
| $246M | 0.03% |
11,430,633
-2,167,156
| -16% | -$46.6M |
|
487
Autodesk
ADSK
$69.5B
| $245M | 0.03% |
872,365
+198,168
| +29% | +$55.7M |
|
488
iShares Russell 3000 ETF
IWV
$16.7B
| $245M | 0.03% |
882,278
+147,324
| +20% | +$40.9M |
|
489
KraneShares CSI China Internet ETF
KWEB
$8.55B
| $244M | 0.03% |
6,696,188
+1,004,533
| +18% | +$36.7M |
|
490
Fortive
FTV
$16.2B
| $244M | 0.03% |
3,200,390
-120,413
| -4% | -$9.19M |
|
491
Baidu
BIDU
$35.1B
| $244M | 0.03% |
1,638,568
-545,623
| -25% | -$81.2M |
|
492
iShares Core High Dividend ETF
HDV
$11.5B
| $243M | 0.03% |
2,403,657
+39,491
| +2% | +$3.99M |
|
493
Light & Wonder
LNW
$7.48B
| $243M | 0.03% |
3,629,715
+1,122,075
| +45% | +$75M |
|
494
Aflac
AFL
$57.2B
| $242M | 0.03% |
4,152,656
+258,534
| +7% | +$15.1M |
|
|
CONE
495
DELISTED
CyrusOne Inc Common Stock
CONE
| $242M | 0.03% |
2,695,753
-234,282
| -8% | -$21M |
|
496
Cummins
CMI
$55.1B
| $242M | 0.03% |
1,107,774
+142,165
| +15% | +$31M |
|
497
iShare MSCI Eurozone ETF
EZU
$7.85B
| $241M | 0.03% |
4,911,763
-199,624
| -4% | -$9.78M |
|
498
Strategy Inc Common Stock Class A
MSTR
$95.2B
| $240M | 0.03% |
4,400,580
+83,710
| +2% | +$4.56M |
|
499
Corteva
CTVA
$49.1B
| $239M | 0.03% |
5,046,253
-665,644
| -12% | -$31.5M |
|
500
O'Reilly Automotive
ORLY
$89B
| $237M | 0.03% |
5,030,430
+256,875
| +5% | +$12.1M |
|